We feel an obligation to serve the retail investors in our ecosystem, so we’ve decided to partner with a handful of RIAs that match the following criteria:
1) Have a minimum AUM of $50MM… or at least have that level of AUM readily accessible.
2) Have the intellectual capacity to understand the basics of risk-adjusted performance measures.
3) Be willing to adopt merit-based portfolio construction principles that may deviate from your current protocols, but move you into the institutional sphere.
In short, be committed to running your investment management business in a manner that best serves your clients.
We will not only deliver thousands of new high net worth clients to you, but in the process, we’ll differentiate and de-commoditize your firm; triple the revenue of your existing client base, and have them thank you for the privilege.
If you can check all of these boxes or at least see yourself doing so, let’s talk!
